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Financial planning
After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....
Financial planning
The extension of the APRA performance test to trustee-directed products could lead to difficult conversations for advisers if tax events mean their clients are unable to ...
People & Products
While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...
Financial planning
Just 11 per cent of financial advice firms have trialled the use of artificial intelligence in their businesses, but half say they are ‘AI interested’, according to Netwe...
Funds management
Five major platforms have reported significant growth in funds under administration in the last financial year and have carved out ambitious new targets moving forward....
People & Products
Announcing record profits of $67.2 million and an increased market share of 6.7 per cent, the firm intends to relaunch an upgraded Core product in September targeting cos...
People & Products
There are three standout platforms dominating the advice market, based on feedback to Adviser Ratings, as the shrinking pool of advisers become a powerful arbiter....
Financial planning
Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...
Funds management
New data has revealed that while more Australians are investing responsibly, those who are sceptical of ESG have hardened their stance....
Funds management
The naming of ESG funds could be a hindrance to flows as growing regulatory enforcement action against greenwashing prompts investors to seek out those funds that “fly un...
Financial planning
Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship...
Editorial
As women’s investment behaviour continues to evolve, industry professionals argue that financial advisers are missing out on a promising group of clients....
Policy & Regulation
Financial services firms were among seven entities reviewed by the regulator as part of its work to develop corporate guidance for whistleblower protection....
People & Products
The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year. ...
Financial planning
Wealth managers and advisers are racing to manage the next generation of investors and additional high net worth individuals among several trends facing the industry....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...